SS&C
Financial Services
ClientSupportRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Client Support Representative at SS&C. Skills: Client support, Transaction processing. Provide outstanding client service. Accurately process account transactions”
What You'll Achieve.
Achieve agreed performance levels
Industry & Context.
Problem solving; Decision making
5-year employment history, Proof of eligibility to work, Proof of address, Credit check, Criminal record check
What They're Looking For.
Must Have
Prior client or account handling experience, Prior experience in the financial services industry, Good keyboard skills, Familiar with Microsoft word and excel, Great telephone manner, Organisation and time management skills, Analytical, problem solving and decision making skills, Communication and mathematical reasoning skills, 5 GCSE’s or equivalent
Nice to Have
Team player
What You'll Do.
Provide outstanding client service
Accurately process account transactions
Authorise account transactions
Process complex transactions
Process non-standard requests
Process transactions within service levels
Manage client expectations
Account for client vulnerability needs
Process transactions to quality standards
Process transactions within financial authority limits
Process complex calculations
Process manual transactions
Treat customers fairly
Contact account holders
Support service improvement initiatives
Support process improvement initiatives
Take active role in service improvement
Take active role in process improvement
Assist management team
Keep knowledge of processes up to date
Keep knowledge of products up to date
Keep knowledge of regulation up to date
Achieve agreed performance levels
Implement personal development plan
Maintain personal development plan
Be proactive in self-development
How You'll Work.
Communication Scope
Telephone manner
Full Job Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** As a permanent employee of SS&C, you’ll receive your competitive salary as well as our exclusive rewards package that offers flexibility and choice. * Flexible holiday allowance * A competitive pension scheme * Life Assurance (4 x salary) * Single person healthcare * Onsite benefits, including kitchen break out area, multi-faith room, free parking * Discounts for a number of retailers and restaurants – Exclusive high street discounts **Your personality is what is important to us at SS &C along with your positive and open approach with a passion for delivering exceptional service.** In this office-based role you will provide outstanding client service by accurately processing and authorising a variety of account transactions, including complex and non-standard requests. This will be processed within agreed service levels and approved financial authority levels where appropriate. You will be at the heart or our organisation where we love to develop, support and give full training to our staff so you should be eager to learn and develop new skills. With a positive attitude, we will help you achieve your career goals in the future. **Some of your duties will include:** * Managing client expectations, and accounting for their specific vulnerability needs. * Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits * Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that you treat our customers fairly. * Contacting account holders by telephone, e-mail or letter to resolve
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